Whittier Trust’s Edgewell Personal Care EPC Stock Holding History

Whittier Trust’s Portfolio EPC Stock Details EPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,000	Closed	-$75K	–	1651
2022 Q3	$75K	Buy	+2,000	New	+$78K	﹤0.01%	881
2019 Q4	–	Sell	-803	Closed	-$26K	–	1539
2019 Q3	$26K	Hold	803	–	–	﹤0.01%	969
2019 Q2	$22K	Hold	803	–	–	﹤0.01%	938
2019 Q1	$35K	Buy	+803	New	+$33.5K	﹤0.01%	849
2018 Q4	–	Sell	-803	Closed	-$37K	–	1345
2018 Q3	$37K	Hold	803	–	–	﹤0.01%	834
2018 Q2	$41K	Hold	803	–	–	﹤0.01%	792
2018 Q1	$39K	Hold	803	–	–	﹤0.01%	822
2017 Q4	$48K	Hold	803	–	–	﹤0.01%	763
2017 Q3	$58K	Buy	+803	New	+$59.2K	﹤0.01%	705
2016 Q1	–	Sell	-136	Closed	-$11K	–	1185
2015 Q4	$11K	Hold	136	–	–	﹤0.01%	952
2015 Q3	$11K	Hold	136	–	–	﹤0.01%	945
2015 Q2	$18K	Sell	136 -47	-26%	-$4.85K	﹤0.01%	914
2015 Q1	$19K	Buy	183 +25	+16%	+$2.48K	﹤0.01%	886
2014 Q4	$15K	Hold	158	–	–	﹤0.01%	821
2014 Q3	$14K	Hold	158	–	–	﹤0.01%	814
2014 Q2	$14K	Hold	158	–	–	﹤0.01%	823
2014 Q1	$12K	Hold	158	–	–	﹤0.01%	864
2013 Q4	$13K	Hold	158	–	–	﹤0.01%	862
2013 Q3	$11K	Hold	158	–	–	﹤0.01%	881
2013 Q2	$12K	Buy	+158	New	+$11.5K	﹤0.01%	858

Other funds holding EPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Whittier Trust's EPC Position: Q4 2022 in Review

Whittier Trust sold out of Edgewell Personal Care (EPC) in Q4 2022, closing a stake of 2,000 shares — an estimated $75K sold.

Whittier Trust first reported a position in EPC in Q2 2013 and held it in 20 quarters. The position peaked at $75K in Q3 2022. 230 funds tracked by Wall St. Rank hold EPC as of Q4 2022.

Whittier Trust reported no remaining Edgewell Personal Care position as of Q4 2022 after selling out during the quarter.
Whittier Trust sold 2,000 Edgewell Personal Care shares in Q4 2022, an estimated $75K.
Whittier Trust first reported a position in Edgewell Personal Care in Q2 2013 and held it in 20 quarters.
Whittier Trust's Edgewell Personal Care position peaked at $75K in Q3 2022.
230 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2022.

Based on Whittier Trust's 13F filing for Q4 2022, filed 25 Jan 2023.